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Best Capus Financials Management As Apps

162+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated June 2026

Ameriprise Financial is the household name in capus financials management as, but it's far from the only option. We track 162+ alternatives and competitors on iOS — many free, many higher-rated than you'd expect.

Top Picks for Capus Financials Management As

Ameriprise Financial#1

Ameriprise Financial by Ameriprise

Editor's Choice
💰 Finance
4.9😊(37K ratings)
Free
Ameriprise Financial screenshot 1
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Ameriprise Financial screenshot 3
Ameriprise Financial screenshot 4
Ameriprise Financial screenshot 5

Access financial information, connect with your advisor, track progress, view accounts, collaborate securely, and complete tasks all in one place with the Ameriprise Financial app. Make informed financial decisions and manage your portfolio on-the-go. Visit the website for more information on privacy and security.

What We Love

  • 👍 Fantastic relationship
  • 👍 Very confident with portfolio management
  • 👍 Everything in one place
  • 👍 Family-friendly

Room to Improve

  • 🐛 2FA required every time with Face ID
  • 🐛 Graphs and holdings information not user-friendly
  • 🐛 Total View lags and shows incorrect balances
UBS Wealth Management#2

UBS Wealth Management by UBS AG

Strong Contender
💰 Finance
4.8😐(60K ratings)
Free
UBS Wealth Management screenshot 1
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UBS Wealth Management screenshot 3
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UBS Wealth Management screenshot 5
UBS Wealth Management screenshot 6

A comprehensive financial services app offering account management, budgeting tools, personalized insights, and future planning features. Tailored for existing clients of UBS Financial Services Inc., empowering users to take control of their financial well-being.

What We Love

  • 🚀 Easy to use
  • 🔒 Secure access
  • 👍 Convenient mobile deposit
  • 🚀 Quick and efficient

Room to Improve

  • 🐛 Buggy and not functional
  • 👎 Limited functionality
  • 👎 Lack of transparency on fees
Titan: Your Investment Team#3

Titan: Your Investment Team by Titan Global Capital Management, Inc.

Investing, Wealth Management
Worth Considering
💰 Finance
4.6😞(7K ratings)
FreeAds
Titan: Your Investment Team screenshot 1
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Titan: Your Investment Team screenshot 4
Titan: Your Investment Team screenshot 5
Titan: Your Investment Team screenshot 6

Titan is a comprehensive wealth platform that offers free net worth tracking, the ability to benchmark against peers, trade and invest with no fees, and access advanced investment products. With a focus on providing a smarter approach to investing, users can manage their entire financial picture in one place, including individual stock trading, professional investment management, and alternative investment options. Download the app to start tracking your net worth for free and take control of your finances seamlessly.

What We Love

  • 💎 Consistent growth
  • 🤝 Exceptional customer service
  • 📚 Great education and content
  • 🔍 Unique investing strategies

Room to Improve

  • 💰 High membership and advisory fees, with less ROI
  • 🔒 Locked funds and strategy
  • 🔄 Changing policies and fees

More Capus Financials Management As apps to explore

4
Quicken: Intelligent Money
Quicken: Intelligent Money
Quicken: Intelligent Money
Personal & Business Finances
Free

Track every dollar with Quicken Simplifi—the smart budget app that simplifies personal finance. Set savings goals, manage debt, track spending, and plan for retirement all in one place. Join millions taking control of their finances and achieve your money goals effortlessly.

💰 Finance
(11K)
5
Snowball Analytics
Snowball Analytics
Snowball Analytics
Portfolio & Dividend Tracker
Free

Snowball Analytics: A comprehensive portfolio management tool that aggregates and analyzes your financial data to provide insights and recommendations for your investments. Take control of your portfolio efficiently and make informed decisions for your financial future.

💰 Finance
(71)
6
Morgan Stanley Wealth Mgmt
Morgan Stanley Wealth Mgmt
Morgan Stanley Wealth Mgmt
by Morgan Stanley
Free

Access and manage your finances conveniently with our mobile app. From tracking account activities to transferring funds, staying secure with multi-factor authentication, and connecting with your financial team, take control of your financial well-being anytime, anywhere with multiple layers of security.

💰 Finance
(433)
7
Beyond Finance
Beyond Finance
Beyond Finance
by Beyond Finance Inc.
Free

Track your program's progress with ease, connect with our Client Success Team effortlessly, and get personalized financial tips for your journey. Start optimizing your financial future today!

💰 Finance
(17K)
8
Principal®
Principal®
Principal®
Retire on your terms.
Free

Manage your retirement savings conveniently with our app, offering quick access to account information, personalized retirement tracking, financial education, and insurance details. Take control of your financial future with ease.

💰 Finance
(226K)
9
Finhabits: Invest My Money
Finhabits: Invest My Money
Finhabits: Invest My Money
Invest, Learn, and Protect
Free

This application helps users invest for the future, sign up for affordable health insurance plans, and learn smart financial habits. Join to master your money habits with automated investments, healthcare options, and educational resources.

💰 Finance
(21K)
10
Wealthbox
Wealthbox
Wealthbox
CRM for Financial Advisors
Free

A comprehensive CRM application for financial advisors, seamlessly managing client relationships with features like secure login options, maps integration, push notifications, and task management. Stay organized and efficient with Wealthbox CRM, the ultimate tool for financial professionals.

💼 Business
(1.5K)
11
EFE
EFE
EFE
Your Investment Advisor
Free

Access your account information quickly and easily with EFE, your personal investment advisor. Stay on top of your financial goals and track your progress effortlessly. Download now for seamless account management.

💰 Finance
(7.3K)
12
Morningstar Investor
Morningstar Investor
Morningstar Investor
by Morningstar, Inc.
Free

Discover a comprehensive investment app that offers market monitoring, portfolio tracking, analyst research, and real-time quotes. Access premium investment data, news, and videos, and enjoy seamless account integration for registered users. Join now for a wealth of financial resources and tools.

💰 Finance
(7K)
13
Freestone Capital Management
Freestone Capital Management
Freestone Capital Management
by Freestone Capital Management
Free

This mobile app offers a comprehensive financial dashboard, interactive reports, and budgeting tools, allowing users to manage their finances securely and easily. With features like a dynamic investment overview and a secure document vault, users can take control of their financial picture and stay organized.

💰 Finance
(4)
14
Banktivity: Budget & Finances
Banktivity: Budget & Finances
Banktivity: Budget & Finances
Money Management & Budgeting
Free

Banktivity helps you manage your finances proactively by consolidating all your accounts, budgeting, tracking investments, and generating comprehensive reports. With features like Direct Access, Envelope Budgeting, and investment management, Banktivity simplifies financial management for users. Start optimizing your money management today!

💰 Finance
(8)
15
NYC DCP
NYC DCP
NYC DCP
by New York City Deferred Compensation Plan
Free

Download the mobile app for seamless retirement savings management wherever you go. Easily access your accounts, tools, and resources in one secure place with intuitive features like retirement income simulation and fund management. Stay in control of your finances with enhanced security measures and personalized support.

💰 Finance
(12K)
16
Brightside Financial
Brightside Financial
Brightside Financial
Financial Care starts here
Free

Get personalized financial care and support tailored to your needs with this unique platform. Improve your financial health, manage debt, and save money effortlessly. Start your journey to financial well-being today!

💰 Finance
(1.3K)
17
MoneyWiz 2026 Personal Finance
MoneyWiz 2026 Personal Finance
MoneyWiz 2026 Personal Finance
Personal Accounting Software
Free

Track your finances, budget effectively, and stay on top of your expenses with this personal finance app. Manage multiple accounts, set financial goals, and categorize your transactions easily. Start taking control of your money today!

💰 Finance
(2.1K)
18
bunq
bunq
bunq
Mobile banking made easy
Free

Discover an easy-to-use mobile banking app that helps you manage your finances, including spending, saving, budgeting, and investing while offsetting your CO2 footprint. Sign up in just five minutes for a 30-day free trial.

💰 Finance
(1.2K)
19
BMO DollarGPS
BMO DollarGPS
BMO DollarGPS
Improve your wealth
Free
💰 Finance
(44)
20
Addepar
Addepar
Addepar
Wealth management platform
Free

This wealth management platform provides users with up-to-date portfolio data, including net worth, performance, and asset allocation, allowing them to gain a deeper understanding of their financial situation. Interested users can ask their financial advisor about this platform to get a clearer financial picture.

💰 Finance
(58)